| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAIN STREET FINANCIAL GROUP INC | 56-2185489 | — | BROKER | $23K | — |
| ADVOSEE | 85-4312283 | — | BROKER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR, INC. | 39-1995276 | WAUSAU, WI | CLAIMS PROCESSING | $68K | — |
| DELTA DENTAL OF NORTH CAROLINA | 56-1018068 | — | BENEFIT ADMINISTRATOR |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| $6K |
| — |
| RXBENEFITS INC | 63-1157085 | — | RX BENEFITS | $1K | — |
| FLORES AND ASSOCIATES | 56-1542307 | — | FSA | $1K | — |
